Purchases and Sales Made in Q3 2024 in First Tr ETF Iv LTD Duration I (FSIG)
This table provides information about the institutional ownership of First Tr ETF Iv LTD Duration I (FSIG) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF IV LTD DURATION I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6.56K+ 1.71% |
$123K - $127K
|
390K
$7.39M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.42K+ 9.45% |
$120K - $124K
|
74.4K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 13.03% |
$118K - $122K
|
54.8K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.14K+ 20.44% |
$115K - $119K
|
36.2K
$685K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.54KNew |
$104K - $107K
|
5.54K
$105K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.14K+ 2.39% |
$96.1K - $99.2K
|
220K
$4.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.02K+ 31.33% |
$93.9K - $96.9K
|
21K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.83K+ 17.92% |
$90.3K - $93.2K
|
31.8K
$602K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.67K+ 18.2% |
$87.4K - $90.2K
|
30.3K
$574K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.37K+ 36.4% |
$81.9K - $84.5K
|
16.4K
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.01K+ 18.12% |
$75.1K - $77.5K
|
26.1K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.65K+ 0.82% |
$68.4K - $70.6K
|
447K
$8.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.42K+ 33.52% |
$64K - $66K
|
13.6K
$258K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.2K+ 16.24% |
$60K - $61.9K
|
22.9K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.02K+ 9.51% |
$56.5K - $58.3K
|
34.8K
$658K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.46K+ 9.0% |
$46K - $47.5K
|
29.8K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.28K+ 7.77% |
$42.7K - $44.1K
|
31.6K
$599K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.61K+ 1.36% |
$30.1K - $31.1K
|
120K
$2.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.57K+ 95.85% |
$29.4K - $30.3K
|
3.21K
$60.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
973+ 49.67% |
$18.2K - $18.8K
|
2.93K
$55.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
771+ 1.75% |
$14.4K - $14.9K
|
44.8K
$848K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
714+ 9.71% |
$13.4K - $13.8K
|
8.07K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
665+ 0.38% |
$12.4K - $12.8K
|
174K
$3.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
545+ 3.87% |
$10.2K - $10.5K
|
14.6K
$277K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
514+ 0.46% |
$9.62K - $9.93K
|
112K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
435+ 0.33% |
$8.14K - $8.4K
|
134K
$2.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
409+ 2.34% |
$7.66K - $7.9K
|
17.9K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
390+ 2.14% |
$7.3K - $7.53K
|
18.6K
$352K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
317+ 1.53% |
$5.93K - $6.12K
|
21K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
236+ 0.52% |
$4.42K - $4.56K
|
45.4K
$861K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
131+ 0.59% |
$2.45K - $2.53K
|
22.2K
$420K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
117+ 0.76% |
$2.19K - $2.26K
|
15.6K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
103+ 6.12% |
$1.93K - $1.99K
|
1.79K
$33.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37+ 1.14% |
$693 - $715
|
3.27K
$61.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26+ 5.68% |
$487 - $502
|
484
$9.17K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
20+ 2.39% |
$374 - $386
|
858
$16.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
17+ 0.16% |
$318 - $328
|
10.4K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 0.32% |
$225 - $232
|
3.73K
$70.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
12+ 0.14% |
$225 - $232
|
8.9K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7- 0.06% |
$131 - $135
|
12.6K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12- 0.1% |
$225 - $232
|
12.5K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-23- 8.04% |
$431 - $444
|
263
$4.98K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-68- 83.95% |
$1.27K - $1.31K
|
13
$246
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-77- 0.38% |
$1.44K - $1.49K
|
20.4K
$386K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-85- 2.54% |
$1.59K - $1.64K
|
3.27K
$61.9K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-130- 1.15% |
$2.43K - $2.51K
|
11.2K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-156- 0.49% |
$2.92K - $3.01K
|
31.8K
$602K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-225- 0.12% |
$4.21K - $4.35K
|
187K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-304- 1.94% |
$5.69K - $5.87K
|
15.4K
$292K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-375- 11.63% |
$7.02K - $7.25K
|
2.85K
$54K
|